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Experiences for
Financial Services

Trust is the financial service industry’s most important currency. Be the financial institution customers rely upon with video-powered experiences (VX) to transform CX customer engagement and forge meaningful connections.

0% increase in digital tool adoption
0 point increase in Net Promoter Score
0% increase in financial account applications
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Authentic Results for Financial Services Companies

SundaySky allows us to give a new level of transparency to our customers and really convey that message of all the values that the rewards program is bringing them.

John Sellers Preferred Rewards Executive at Bank of America
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Financial Service Onboarding for Account Owners

Create strong relationships with customers from the very beginning. Welcome, onboard, and engage new account holders with VX at moments of opportunity that will encourage the use of digital products and services. Explain, provide resources, and offer valuable tools that increase financial service enrollments and help new account holders feel they’re engaged members of your community while migrating customers to more efficient digital-first relationships.

Video Experience Outcomes:

  • Increase digital tool adoption
  • Drive card utilization
  • Lift online account enrollment
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Educate & Engage Account Holders

Helping customers reach their goals is your goal. Clarify financial complexities with VX that educates, guides, and illuminates at every moment of confusion and decision-making. Through your account holders’ journeys, help set and meet goals that inspire loyalty and long-term relationships.

Video Experience Outcomes:

  • Lift digital self-service tool adoption
  • Increase investment contributions
  • Raise Net Promoter Score (NPS) and customer satisfaction (CSAT)
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24/7 CX Customer Care

Account holder care never ceases. From renewing accounts to concerns about possible fraud, VX offers support when customers need it most. By providing tailored information, education, and the most suitable course of action at every moment of question and concern, customers feel their needs are being met and become comfortable using digital services, thereby promoting loyalty and reducing customer service calls.

Video Experience Outcomes:

  • Reduce call center and customer care costs
  • Increase awareness of services and NPS
  • Lift mobile app and feature usage
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Long-term Customer Value

Loyal customers are gold. Video-powered experiences provide the individual information that begets commitment and customer satisfaction. Create valuable and engaged financial service customers who bring long-term value by demystifying rewards value at a moment of obscurity and offering individualized benefits and deals.

Video Experience Outcomes:

  • Increase benefits awareness and CSAT
  • Raise NPS and J.D. Power ratings impact
  • Reduce card attrition and increase card member spend

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